Completing tax forms

Employees can access tax forms from Symmetry through the Employee web application. Symmetry forms are available for US customers only.

You can access the Tax Forms menu only if an administrator configures it.

A list of tax forms is displayed.

You must provide this data to identify the employee and determine the correct forms:
  • Name
  • Social Security number
  • Country
  • Address
If any data is missing, a message is displayed in the system.

After you complete the tax forms, you are redirected to the assigned transition program to complete any remaining tasks. The recently completed tax forms are displayed.

The system is updated with relevant information, such as employee deductions.

A .pdf file of the form is created. To view the file, select My Profile > Personal Information > Attachments.

  1. Sign in as Employee.
  2. Select My Profile > Tax Forms or Profile > Work > My Programs.
  3. In the tax form task, click Complete Tax Forms or Start.
  4. Click Get Started.
  5. Click Start.
  6. Select the form to complete.
  7. Click Next.
    If you close the transition program task in the Employee web application while completing the Symmetry tax forms and click Next, a Continue Your Tasks window is displayed. To continue the next task in the transition program, you must click Return To Tasks. You can view the tax forms that are completed.
  8. Complete the questions on the form.
    The questions vary by tax form.
  9. Click Submit Form or Finished.
  10. To return to the assigned transition program and complete any remaining tasks, click Next.
  11. To complete the task for tax forms, click Next.
  12. To complete additional forms, select Do More Forms.